Services

If you’re looking for a firm that will focus on your company and your individual needs, and always treat you like a client who matters, look no further. I offer a full range of professional services to give you the individual attention you deserve.

I will thoroughly and conscientiously study your personal situation and tailor my advice to your specific needs.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Makhija CPA LLC accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning and investments.

These services include but are not limited to:

  • General Ledger and Financial Statement Preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Cash Flow Budgeting and Forecasting
  • Personal Financial Statement
  • Corporate tax planning and return preparation

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Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. I can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

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Bookkeeping/Write-Up

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, I can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, I can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Business Consulting

As a true business partner, I am available to help you deal with any business problem or opportunity. I stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, I have the necessary business acumen and analytical capabilities to help you make the right decisions.

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Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. I can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

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Cash Flow Budgeting & Forecasting

Great cash management can improve a company’s liquidity, reduce costs, and increase profitability. Makhija CPA LLC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity cash flow is something that can make or break the business ability to survive. We can help you analyze your spending, re-balance your budget and/or debts for an optimal cash flow to support your business success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

  • Cash Flow Statements
  • Cash Flow Analysis
  • Budget Analysis
  • Cash Generated Report Per Product or Services

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Financial Statements & Analysis

Our clients rely on the critical information about their businesses they find our financial statements and business reports. These regular and on-demand reports show a clear financial picture of your business, help secure loans, support business decisions, monitor results and show the progress of your business over time.

  • Financial Statement Preparation and Creation
  • Financial Statement Analysis
  • Interpretation of Financial Statement
  • Full-Service Accounting
  • Monthly Closing
  • Balance Sheet Statement
  • Income Statement
  • Weekly and Monthly reporting

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Outsourced Accounting & Bookkeeping

At Makhija CPA LLC we learn about how your business operates and then put together a package of accounting services to match your individual needs. Whether your business requires part-time assistance with bank reconciliations and monthly closing or full-service accounting, we’ll provide the level of support that works for you.

You’ll sleep better at night knowing that a knowledgeable CPA firm is closely monitoring your finances while you concentrate on running your business. We combine competence, experience and personal approach to deliver excellent service to every client, regardless of the size or type of business they own.

  • Full-Service Accountant
  • Outsourced Bookkeeping Services
  • Accounts Payable and Receivable Reconciliations
  • Weekly and monthly reporting financial statements
  • Balance Sheets Reconciliations
  • Credit Card reconciliations.
  • Cash Balance tracking
  • General Ledger Maintenance
  • Monthly Closing
  • Sales Rep Commission Tracking

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Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

Did you know that small business owners tend to devote about eight hours per month to payroll processing? That’s valuable time each month that you could be spending marketing, building business relationships and working on client projects.

  • W2 Payroll Files
  • Input all new employees into the Accounting System
  • Maintain all Employee Information
  • Payroll Management

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QuickBooks File Review & Clean Up

If you suspect something is off in your QuickBooks data but can’t find the error, turn to us for assistance. We’ll evaluate your QuickBooks file and make any necessary adjustment so you can be confident that your entries are accurate, and your records are up to date. And best of all, your QuickBooks data will be ready to go at tax time, making filing your taxes painless and less expensive.

  • Setting up your chart accounts
  • Creating templates for invoices Troubleshooting problems and offering advice
  • Data File Review and clean up

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QuickBooks Support for Small Businesses

Selecting the best version of QuickBooks for your business
We’ll discuss the accounting and bookkeeping requirements of your business in order to identify which version of QuickBooks is best for you.

QuickBooks Setup and Software Installation
Setting up QuickBooks for a small business involves mapping accounts appropriately, creating templates for invoices, and any other tasks to get you up and running. We can setup all these elements for you and ensure they’re working properly.

QuickBooks Support
Our job doesn’t end once we’ve installed your QuickBooks software. Makhija CPA LLC will continue to provide QuickBooks Support throughout the year whoever you need it. Call or email us when you run into questions and problems, we’ll provide fast answers and dependable advice.

  • Selecting the best version of QuickBooks for your Business
  • QuickBooks Setup and Software Installation
  • QuickBooks Support

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Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. I can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

  • Sales Tax Return Preparation
  • Sales Tax Rate Setup and Updates
  • Product and Services Taxability

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Tax Preparation & Planning

Makhija CPA LLC is a leading CPA firm providing full range of tax services. More than ever, how your financial affairs are managed from a personal and professional standpoint needs to be carefully considered from a tax perspective. Makhija CPA LLC offers the thoughtful, detailed strategies you need to maximize tax benefits, and minimize liabilities

Our approach to providing tax services include tax compliance, tax planning, state & local tax is hands on. The firm does more than just prepare tax returns behind the scenes at the end of the year. We listen, ask questions and invest the time required to understand your business throughout the year.

  • Tax Returns for Businesses and Individuals
  • Tax Planning
  • Tax Preparation

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Call today to schedule an appointment!